Filed December 4, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,730 | $72,177+265.4% | $115,038+129.3% | $59,633+342.3% |
| Participation rate | 97.7% | 72.6%+25.2pp | 81.4%+16.4pp | 68.7%+29.1pp |
| Annual return | 17.57% | 12.02%+5.6pp | 26.14%-8.6pp | 2041.45%-2023.9pp |
| Employer contribution / active EE | $14,009 | $2,841+393.0% | $4,608+204.0% | $2,203+536.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,051 | $4,927+43.1% | $8,175-13.8% | $4,297+64.1% |